See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,629 | $54,350+164.3% | $82,719+73.6% | $68,494+109.7% |
| Participation rate | 95.8% | 63.9%+31.9pp | 72.6%+23.2pp | 67.9%+27.9pp |
| Annual return | -17.01% | -13.67%-3.3pp | 701.18%-718.2pp | -7.84%-9.2pp |
| Employer contribution / active EE | $12,041 | $2,218+442.9% | $3,009+300.2% | $2,596+363.8% |
| Participant deferral / active EE | $10,006 | $3,246+208.2% | $4,395+127.7% | $4,027+148.5% |
| Admin fee / account holder | $7,649 | $4,395+74.0% | $5,329+43.5% | $5,403+41.6% |